Gitterman Wealth Management’s Costco COST Stock Holding History

Gitterman Wealth Management’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$350K	Sell	378 -49	-11%	-$47K	0.08%	70
2025 Q2	$422K	Sell	427 -123	-22%	-$122K	0.1%	55
2025 Q1	$520K	Sell	550 -5	-0.9%	-$4.88K	0.14%	39
2024 Q4	$508K	Sell	555 -47	-8%	-$43.6K	0.21%	36
2024 Q3	$534K	Hold	602	–	–	0.22%	26
2024 Q2	$512K	Hold	602	–	–	0.2%	26
2024 Q1	$441K	Hold	602	–	–	0.17%	34
2023 Q4	$397K	Hold	602	–	–	0.18%	35
2023 Q3	$340K	Sell	602 -12	-2%	-$6.62K	0.16%	30
2023 Q2	$331K	Sell	614 -457	-43%	-$231K	0.15%	36
2023 Q1	$532K	Buy	1,071 +327	+44%	+$160K	0.25%	19
2022 Q4	$340K	Hold	744	–	–	0.17%	32
2022 Q3	$352K	Buy	744 +22	+3%	+$11.4K	0.36%	32
2022 Q2	$347K	Hold	722	–	–	0.32%	34
2022 Q1	$416K	Buy	722 +100	+16%	+$52.5K	0.33%	37
2021 Q4	$353K	Hold	622	–	–	0.26%	49
2021 Q3	$279K	Hold	622	–	–	0.22%	47
2021 Q2	$246K	Hold	622	–	–	0.2%	49
2021 Q1	$219K	Buy	+622	New	+$217K	0.14%	56

Other funds holding COST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gitterman Wealth Management's COST Position: Q3 2025 in Review

Gitterman Wealth Management reduced its Costco (COST) stake by 11% in Q3 2025, selling an estimated $47K and leaving 378 shares worth $350K. The position accounts for 0.08% of the portfolio, ranked #70.

Gitterman Wealth Management first reported a position in COST in Q1 2021 and has held it in 19 quarters since. The position peaked at $534K in Q3 2024. 3,932 funds tracked by Wall St. Rank hold COST as of Q3 2025.

Gitterman Wealth Management held 378 shares of Costco worth $350K as of Q3 2025.
Gitterman Wealth Management sold 49 Costco shares in Q3 2025, an estimated $47K.
Costco made up 0.08% of Gitterman Wealth Management's portfolio in Q3 2025, its #70 holding.
Gitterman Wealth Management first reported a position in Costco in Q1 2021 and has held it in 19 quarters since.
Gitterman Wealth Management's Costco position peaked at $534K in Q3 2024.
3,932 funds tracked by Wall St. Rank held Costco as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.